account_balance
Investment manager · 13F filer · SEC CIK 1842702
Navera Investment Management Ltd.
Reported value$3.76Bas of Sep 30, 2026
Positions56 1 new, 1 sold out
Top 10 weight58.5%MA alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MAMastercard Inc
7.2%Trimmed −5%
TMOThermo Fisher Scientific Inc.
6.8%Trimmed −5%
MRSHMarsh & McLennan Companies, Inc.
6.6%Trimmed −5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.4%Trimmed −20%
AMZNAmazon.com Inc
5.7%Trimmed −17%
APHAmphenol Corp
5.7%Trimmed −29%
MSFTMicrosoft Corp
5.4%Trimmed −17%
LHLabcorp Holdings Inc.
5.3%Trimmed −17%
AMEAmetek Inc
4.9%Trimmed −5%
CDNSCadence Design Systems Inc
4.5%Trimmed −5%
XYLXylem Inc.
4.4%Added +3%
ISRGIntuitive Surgical Inc
4.0%
MAMastercard Inc
7.2%−5%
TMOThermo Fisher Scientific Inc.
6.8%
MRSHMarsh & McLennan Companies, Inc.
6.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.4%−20%
AMZNAmazon.com Inc
5.7%−17%
APHAmphenol Corp
5.7%−29%
MSFTMicrosoft Corp
5.4%
LHLabcorp Holdings Inc.
5.3%
AMEAmetek Inc
4.9%
CDNSCadence Design Systems Inc
4.5%
XYLXylem Inc.
4.4%
ISRGIntuitive Surgical Inc
4.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MA Mastercard Inc 7.2% Trimmed −5%TMO Thermo Fisher Scientific Inc. 6.8% Trimmed −5%MRSH Marsh & McLennan Companies, Inc. 6.6% Trimmed −5%TSM Taiwan Semiconductor Manufacturing Co Ltd 6.4% Trimmed −20%AMZN Amazon.com Inc 5.7% Trimmed −17%APH Amphenol Corp 5.7% Trimmed −29%MSFT Microsoft Corp 5.4% Trimmed −17%LH Labcorp Holdings Inc. 5.3% Trimmed −17%AME Ametek Inc 4.9% Trimmed −5%CDNS Cadence Design Systems Inc 4.5% Trimmed −5%XYL Xylem Inc. 4.4% Added +3%ISRG Intuitive Surgical Inc 4.0% Added +17%
What changed
Biggest moves since Jun 30, 2026
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